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Designed specifically for psychologists, counselors, and mental health professionals practicing in Canada. This comprehensive, ready-to-use template supports accurate and ethical documentation while aligning with Canadian regulations and professional standards.

Structured with clear, easy-to-follow sections—including Informed Consent, Confidentiality & Limits, Risk Assessment, Client Progress, and Therapeutic Direction/Plan—this template helps clinicians save time and stay consistent in their charting.

Key features include:

  • Legally relevant Canadian references (e.g., duty to warn/protect, mandatory reporting to child and adult protection, reporting obligations to regulatory colleges, and WCB Section 34(1)).
  • Pre-filled drop-down–style options for client demeanor, progress, and risk assessment to streamline notes.
  • Coverage of multiple evidence-based approaches (CBT, DBT, ACT, IPT, MI) to suit diverse client needs.
  • Built-in sections for treatment goals, therapist impressions, and collaborative planning.

Whether you are newly licensed or an experienced practitioner, this Canadian intake template ensures your notes are professional, compliant, and efficient.

Adult Intake Note Template (Canadian Version)

C$10.00Price
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